$0
Extra monthly cost to start
1
System One
Lead Follow-Up Automation
Trigger
New enquiry submitted
Website form, Facebook lead ad, landing page
↓
Action
Row added to Google Sheet
Name, email, phone, enquiry captured
↓
Action
Make.com detects new row
Scenario triggers every 15 minutes (free tier)
↓
Action
Personalised email sent via Zoho Mail
Name merged, booking CTA included
↓
Outcome
Lead receives reply in <2 minutes
9× higher conversion vs 30-min delay
Tools:Google FormsMake.comZoho MailHubSpot
Set this up → Guide Section 4 · Prompts → Prompt #1
2
System Two
Missed Call & Enquiry Response
Trigger
Incoming call missed
Business mobile forwards to Twilio after 15s
↓
Action
Twilio webhook fires to Make.com
Caller number, timestamp captured
↓
Action
SMS sent within 60 seconds
"Sorry I missed your call — book here: [link]"
↓
Action
Call logged in CRM + email log sent
Number, time, SMS status recorded
↓
Outcome
Zero missed calls lost as leads
Every caller gets a response — 24 hrs a day
Tools:TwilioMake.comCalendlyHubSpot
Set this up → Guide Section 5 · Prompts → Prompt #2
3
System Three
Client Onboarding Workflow
Trigger
Payment received or proposal signed
Stripe, PayPal, DocuSign, or PandaDoc
↓
Action — Immediate
Welcome email sent via Zoho Mail
Personalised, confirms next steps
↓
Action — 1 hour later
Document request email sent
Intake form, access credentials
↓
Action — 48 hours later
Kickoff call calendar invite sent
Google Calendar event created automatically
↓
Outcome
Client fully onboarded automatically
2–3 hrs manual work → 15 mins review
Tools:Stripe/PayPalMake.comZoho MailGoogle CalendarHubSpot
Set this up → Guide Section 6 · Prompts → Prompt #4
Key:
Trigger — what starts the automation
Action — what happens automatically
Outcome — the result for your business
All three systems run simultaneously once set up